BFWA
Benchmark Financial Wealth Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.52M | Sell |
30,363
-3
| -0% | -$545 | 1.82% | 14 |
|
|
2025
Q1 | $5.26M | Buy |
30,366
+76
| +0.3% | +$13.2K | 1.99% | 13 |
|
|
2024
Q4 | $5.31M | Sell |
30,290
-698
| -2% | -$122K | 1.7% | 14 |
|
|
2024
Q3 | $5.55M | Buy |
30,988
+195
| +0.6% | +$34.9K | 1.85% | 14 |
|
|
2024
Q2 | $5.06M | Buy |
30,793
+383
| +1% | +$62.9K | 1.87% | 14 |
|
|
2024
Q1 | $5.15M | Sell |
30,410
-3,242
| -10% | -$549K | 1.97% | 14 |
|
|
2023
Q4 | $5.31M | Buy |
33,652
+913
| +3% | +$144K | 2.29% | 12 |
|
|
2023
Q3 | $4.64M | Sell |
32,739
-536
| -2% | -$75.9K | 2.18% | 11 |
|
|
2023
Q2 | $4.98M | Sell |
33,275
-9,055
| -21% | -$1.36M | 2.31% | 11 |
|
|
2023
Q1 | $6.12M | Buy |
42,330
+10,611
| +33% | +$1.53M | 3.15% | 8 |
|
|
2022
Q4 | $4.48M | Buy |
31,719
+20,202
| +175% | +$2.85M | 2.44% | 14 |
|
|
2022
Q3 | $1.47M | Sell |
11,517
-16,032
| -58% | -$2.04M | 0.86% | 21 |
|
|
2022
Q2 | $3.7M | Buy |
+27,549
| New | +$3.7M | 1.89% | 17 |
|